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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
601
Thompson Investment Management
Wisconsin
$2.89M -$566K -7,000 -17%
TC
602
Telemus Capital
Michigan
$2.87M -$10.2K -126 -0.4%
CI
603
Cigna Investments
Connecticut
$2.85M -$971K -12,008 -26%
KWILP
604
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.83M +$2.72M +33,683 New
Rockefeller Capital Management
605
Rockefeller Capital Management
New York
$2.83M -$186K -2,303 -6%
SWM
606
Spire Wealth Management
Virginia
$2.82M +$1.06M +13,096 +64%
CC
607
Courier Capital
New York
$2.82M -$31K -383 -1%
PA
608
PFG Advisors
Arizona
$2.81M +$24.3K +300 +0.9%
PAM
609
Panagora Asset Management
Massachusetts
$2.8M -$1.04M -12,829 -28%
PFO
610
Pathstone Family Office
New Jersey
$2.79M +$407K +5,029 +18%
AC
611
Apogem Capital
New York
$2.78M – – –
SLI
612
Sumitomo Life Insurance
Japan
$2.77M -$78.5K -970 -3%
IAS
613
Investment Advisory Services
Texas
$2.72M +$2.18K +27 +0.1%
MCA
614
Martin Capital Advisors
Texas
$2.72M +$2.62M +32,346 New
HG
615
Herbst Group
Connecticut
$2.72M +$2.61M +32,325 New
RSC
616
Red Spruce Capital
Pennsylvania
$2.69M -$49.7K -614 -2%
VIA
617
Vident Investment Advisory
Georgia
$2.69M +$223K +2,762 +9%
RFC
618
Regions Financial Corp
Alabama
$2.68M +$157K +1,944 +6%
PAM
619
Private Asset Management
California
$2.68M -$68.4K -845 -3%
PI
620
PineBridge Investments
New York
$2.67M +$2.46M +30,407 +2,259%
AP
621
Appleton Partners
Massachusetts
$2.65M -$127K -1,570 -5%
1WA
622
180 Wealth Advisors
Washington
$2.65M -$23.1K -285 -0.9%
BC
623
Bartlett & Co
Ohio
$2.64M +$21.1K +261 +0.8%
BCWM
624
Bartlett & Co Wealth Management
Ohio
$2.64M +$21.1K +261 +0.8%
SWP
625
Stratos Wealth Partners
Ohio
$2.63M +$217K +2,686 +9%